Today
Here’s how Warren Buffett influenced Australia’s top fund managers
From Rob Luciano to Geoff Wilson and John Abernethy, Australia’s best stock pickers reflect on the impact that the Oracle of Omaha have had on their careers
Veteran fundie reveals top ASX small cap picks
Centennial’s Level 18 Fund shifted to 50 per cent cash earlier this month. Now Matthew Kidman is preparing to pounce on the smaller end of the sharemarket.
This Month
How Australia’s best small-cap fund got its 39.6pc return
In a rare feat, Ophir has beaten rivals over every time frame in the past decade, according to Mercer. Ausbil and Firetrail rounded out the top three.
ASX forced to lift CHESS resourcing after damning RBA assessment
The market operator faces cost pressures next year amid growing regulatory scrutiny, analysts say.
April
The ASX stocks that this value investor has been busy buying
New equities boss Tim Johnston says the bull run in growth stocks is finally over, which is good news for investors like him. Here’s what he’s snapped up.
Uncertainty, volatility – here’s what investors should do next
It’s important to keep a reasonable asset allocation to the market amid the trade chaos, but key to investing through the price swings is resilience and pricing power.
Douglass sees a Trump recession – but he’s bullish on US
One of the country’s best-known stockpickers says the market is past “peak tariff uncertainty”. But many fear chances of a downturn are not yet priced in.
Billions flow out of Cooper Investors as super giants pull their funds
Stockpicking success has swelled Peter Cooper’s fortune to $725 million. But it has been a steep decline in funds under management at his eponymous firm.
Australia’s top equity fund (by a huge margin) has been revealed
Forager’s Johnson reclaimed top spot in Mercer’s latest survey, beating 123 other Australian equity strategies thanks to bold bets on small caps.
Regal’s King says his hedge funds will recover from March madness
The high-profile stock picker says there are plenty of opportunities as he reassures rattled investors that a horror month can be turned around in the long term.
How these three growth funds are playing the tech slump
Some of Australia’s best performing funds, which rode the dazzling rally in Wall Street’s tech giants, have been confronted with a violent sell-off. Here’s what they did next.
Time to go back to the basics and buy stocks like these
We, like almost every other investor on the planet, underestimated Trump’s resolve to reshape global trade and just how far he appears willing to go to do this.
ASX is facing a perfect storm. What’s it going to take to fix things?
The operator of the nation’s market infrastructure finds itself in a farcical and unacceptable position. Hopefully, it can heed the messages being blasted through.
Three fundies, three very different ways to play the sharemarket
From Regal’s Phil King, who says stocks are nearing their bottom, to Airlie’s Emma Fisher, buying US-exposed equities, here are what top investors are doing.
Market rout hits $97b and investors fear there are billions more to go
Brokers and fund managers said the Trump administration’s tariffs were threatening to turn into a full-blown economic crisis as global markets plunged.
Passive investors are smashing active ones – except in one key area
One of the fastest-growing asset classes in Australia is also a rare happy place for active managers. We explain why.
March
This 5-minute test promises to make you a better investor
It’s never been easier to get a “money personality” assessment that offers to unlock your personal investing secrets. But is there any science to it?
Fundies pull money from oil with prices tipped to sink
Bullish bets on oil have been dialled back as the outlook for the commodity worsens under Donald Trump’s push for cheaper energy.
13 stock picks from top female fundies (and how to trade Trump)
It’s not a comfortable time to invest as the US president shocks markets daily. But for investors who can be selective, there may be bargains.
Time to shake up equities after a ‘head scratcher’ earnings season
The sharemarket is starting to shift its focus away from profit growth, which means what has worked for the last 12 months may not work for the next 12.